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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,994 | $56,484-41.6% | $169,452-80.5% | $64,181-48.6% |
| Participation rate | 95.0% | 64.5%+30.5pp | 77.8%+17.2pp | 69.6%+25.4pp |
| Annual return | -7.68% | -1.55%-6.1pp | 1.83%-9.5pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,619 | $1,832-11.7% | $4,157-61.1% | $2,381-32.0% |
| Participant deferral / active EE | $3,603 | $3,448+4.5% | $5,277-31.7% | $3,470+3.8% |
| Admin fee / account holder | $279 | $4,174-93.3% | $9,110-96.9% | $4,887-94.3% |